Setting up email automations


Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur:

  • Sequence stops with link is clicked
  • Contact is tagged if link is clicked
  • One sequence needs to redirect to a form of options

Each automation comprises of approx. 4 emails – which are all designed and formatted.


Answer: Based on limited details, I’d recommend that you look at ConvertKit, ActiveCampaign, mailerlite or Mailchimp for setting up your automations. ActiveCampaign has the strength of plenty of features, mailerlite is a cheap email marketing app with all the features you’ll need, ConvertKit has a nice visual outline of your email sequence & integrates well with WordPress whilst Mailchimp is simple to use.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson


For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

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